Fisher investing latest Fisher Investing report states

Latest Fisher Investing report states Nasdaq Composite has surged 2.8% over the past week, with mega-cap tech driving momentum. Strategic models project continued growth if AI-related revenues meet Q3 forecasts from Microsoft and Nvidia. A great starting point for your Thermo Fisher Scientific research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision. So far, the evidence argues against a return of hot inflation biting consumer spending. Per S&P Global’s September flash purchasing managers’ index (PMI), respondents (particularly in the manufacturing sector) blamed tariffs for higher costs, but they have also held off from raising prices. [v] As the report noted, “Firms across both manufacturing and services often reported difficulties passing higher costs on to customers due to weak demand and growing competition.” [vi] A firm that thinks it lacks pricing power to pass increased costs on may not want to risk losing market share. Latest Fisher Investing Asia-Pacific briefing notes that Japanese equities trade at 30-year highs, supported by corporate governance reforms and yen weakness. Export-linked stocks remain primary beneficiaries in investor positioning.